Background
Earlier this year, we worked with a driven 22-year-old who had recently received an inheritance from his grandparents. Early in his career but with big ambitions, his goal was to build a four-property portfolio by age 30 — setting himself up to retire by 50.
The Challenge
Starting young meant he had time on his side, but he needed expert guidance to invest strategically, structure his finance correctly, and protect his assets from day one.
Our Solution
We secured his first new-build investment property close to home, provided education on finance structuring, and arranged his first insurance review to safeguard his investment. Our adviser is now developing a staged plan to acquire properties in multiple high-growth regions over the next eight years.
The Results
With his first property underway and a growth plan in place, he is on track to build a diversified, income-generating portfolio by 30. We will continue to work with him through each purchase, adjusting the plan as his career and financial position evolve.
